Kanban: pipeline stages and moving customers

Step by step

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1. 0:00In this lesson, you'll track sales in Kanban.
2. 0:04Each column is a funnel stage, and each card is a customer in progress.
3. 0:10Click "Atendimentos" and then "Kanban".
4. 0:15The first column, "Em aberto", shows conversations with no stage yet.
5. 0:20At the top, filter by department, agent, connection or period.
6. 0:25To create the stages, click "Adicionar colunas".
7. 0:29The "Novo lead" column already exists. Click "Nova Lane" to create the next one.
8. 0:34Name the stage: "Em negociação".
9. 0:37You can move the customer automatically to another column after they sit idle a while.
10. 0:43With this automatic move, the customer can receive a message and a file.
11. 0:49Click "Adicionar".
12. 0:53The same way, create the "Fechado" column.
13. 1:01The three funnel stages are ready. Go back to Kanban.
14. 1:05Carlos is in "Em aberto". Drag the card to "Novo lead".
15. 1:10When the deal moves forward, drag it to "Em negociação".
16. 1:14When you move it, the system marks the stage on the customer, like a tag.
17. 1:18Click the card to open the conversation and keep serving the customer.
18. 1:23In the next lesson, you'll chat with the team in "Chat Interno".